ESG and long-term themes
Populism is the link between angry citizens and financial markets. Thinking about possible and, even more importantly, likely solutions to the growing anger goes a long way towards understanding how the new political paradigm could influence markets and portfolios.;
ESG and long-term themes
Change is in the air; populist change. This has been a long time coming, but over the past year what seemed like a long-term theme has become a theme that ticks all the boxes of a ‘so what?’ test. The new political paradigm drives markets, creating winners and losers, and could be here to stay.;
ESG and long-term themes
With 2017 now upon us, it’s clear that a new political paradigm has emerged. The prominence of Brexit, Trump, Le Pen, Corbyn, Alternative for Deutschland and many others is not the result of idiosyncratic national political issues; it reflects a systemic political shift. Given this shift, is it possible for investors to find inner peace?;
